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Yü Group – £272m utility services group, making £1m profits a week, with over £100m cash in the bank, shares 1625p, TP 2677p
Mark Watson-Mitchell - 20.10.2025 In price, this group’s shares are the costliest that I have featured for some time – however, I consider that they are cheap, really cheap! The Business Yü Group (LON:YU) is a leading supplier of gas and electricity focused on servicing the corporate sector throughout the UK. It drives innovation through a combination of user-friendly digital solutions and personalised, high quality customer service. The Group plays a key role supporting b
Filtronic – AGM Trading Update due next week, I am setting a new ‘near-term’ Target Price of 165p, shares now 130p
Mark Watson-Mitchell – 19.10.2025 I am looking forward to a bullish Trading Update being issued by Filtronic (LON:FTC) just ahead of its AGM being held on Thursday of next week, 30 th October, which will create even more interest in the group’s shares. The Sedgefield-based £292m-capitalised group is on the leading edge of advanced micro electronics, in solving complex RF, microwave and mmWave challenges, Filtronic specialises in the design and manufacture of mission criti
Gold - it continues to glisten - new High of $4,222 - aiming at $4,500 then even $5,000 an ounce
Going to $5,000 an ounce? Mark Watson-Mitchell - 16.10.2025 When Napoleon escaped from Elba in 1815 and returned to France, he began to assemble an army. The price of gold was then equivalent to £4.32p an ounce; however, it leapt to £5.35p overnight on the back of extraordinary demand. The London Bullion House of Mocatta & Goldsmid declared that the big buyer was Nathan Mayer Rothschild, acting on behalf of the British Treasury. His orders were to dispatch the gold quickly
I am so often asked - what is a 'value investment' strategy - this is my answer
Mark Watson-Mitchell - 14.10.2025 A value investment is a strategy where investors seek to buy stocks or other assets that appear to be undervalued by the market. The goal is to purchase these investments at a price lower than their intrinsic value —what the investor believes the asset is truly worth based on fundamentals—and then hold them until the market corrects the price. Key Principles of Value Investing: Intrinsic Value : This is the estimated true worth of an asset,
Chinese Power Grab - Understanding the Importance of Rare Earth Elements in Modern Technology
Mark Watson-Mitchell - 14.10.2025 As Trump and China face up to each other with their tariff battles, I thought that it might be well worth identifying an important feature in their struggles - the control of Rare Earth resources. Rare earth elements (REEs) are vital for developing and operating technology we use daily. Despite their name, they are not as rare as one might think in the Earth's crust. The challenge lies in finding them in high enough concentrations for extract
Sentiment Change – the market looks for a swift recovery after Trump’s new thinking on China
Mark Watson-Mitchell – 13.10.2025 Last Friday the market saw a massive sell-off as a reaction to US President Donald Trump declaring...
Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget - Daniel Casali, Chief Investment Strategist at Evelyn Partners
11.10.2025 Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget Despite efforts to...
Saxo says UK Investors are most cautious
11.11.2025 Saxo, the leader in online trading and investment, earlier this week released its inaugural Investor Forecast for Q4 2025,...
The Footsie and Gold – well those did not take too long to be achieved – where to now?
Mark Watson-Mitchell – 08.10.2025 Less than a month ago, on Friday 12 th September, I commented that both the FTSE-100 and Gold were...
Rachel Reeves to add 12.05p tax per litre of fuel in November Budget?
Mark Watson-Mitchell – 02.10.2025 Kemi Badenoch is now calling for laws on Net Zero to be abolished – about time for some sanity of...
Henry Boot – property boss who complains it is now quicker to develop than to get planning permissions, looks for 10% greater sales this year, Interims tomorrow, shares 214p, TP 317p
Mark Watson-Mitchell - 22.09.2025 “From land promotion and property development investment to home-building, construction and plant...
Average retail investor more than £8,000 better off by staying the course after Trump’s ‘Liberation Day’ market shock
18.09.2025 New analysis from investment platform Lightyear shows long-term retail investors would be £8,000 better off compared to those...
FTSE-100 and Gold - both continuing their upward climbs into new high territory - 10,000 and $4,000 respectively?
12.09.2025 We are now within just 22 points of seeing the FTSE-100 smashing through its all-time High ground - as I write it is 9,335.16,...
Russia attacks NATO, Israel blows up Hamas in Qatar – Gold could rise to $4,000
10.09.2025 Overnight Russian drones have been downed by Poland’s armed forces. Multiple violations of Poland’s airspace bordering...
Not all that glitters... gold beaten to top of commodities table
03.09.2025 I am grateful to see that Citywire earlier this week published an article updating the 2025 performance of various of the...
Brent Crude just hovering around the $66 level – however .....
07.08.2025 Brent Crude just hovering around the $66 level – however with Saudi Arabia’s Aramco posting its 10 th straight fall in...
Notes on FTSE-100, Gold, Oil, Epwin Group, Filtronic, AO World, Northern Bear, Costain Group, Zotefoams and SRT Marine
07.08.2025 FTSE-100 heading back into new territory, hopefully helped by a lowering of the Base Rate this morning – is 9300 in sight?...
Dotdigital Group – in a significant deal this UK influencer buys US influencer and boosts recurring revenues, shares 72p, brokers TP 150p
26.06.2025 Just as it closes its current year to the end of this month, the UK-based SaaS technology and provider of tools for digital...
GlobalData - ICG Europe Fund backs out of possible bid
11.06.2025 This morning ICG Europe Fund IX has declared that it does not intend to make an offer for GlobalData. ICG follows KKR which...
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